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iShares Morningstar Small-Cap Growth ETF
ISCG

Overview Fund Activity

62 hedge funds and large institutions have $84.2M invested in iShares Morningstar Small-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+1
Holders Change %
+1.64%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
21
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$4.11M
2
Jane Street
2
Jane Street
New York
$1.75M
3
Wells Fargo
3
Wells Fargo
California
$6.73M
4
UBS Group
4
UBS Group
Switzerland
$1.47M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$341K

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$6.5M
2
MHS
2
M Holdings Securities
Oregon
$0
3
LPL Financial
3
LPL Financial
California
$4.87M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.61M
5
WWM
5
Western Wealth Management
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BO
26
BRR OpCo
Ohio
$404K – – –
Creative Planning
27
Creative Planning
Kansas
$344K +$132K +3,900 +62%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$341K +$341K +10,062 New
AHC
29
Adell Harriman & Carpenter
Texas
$333K -$20.4K -600 -6%
CAN
30
Cetera Advisor Networks
California
$308K +$48.5K +1,440 +19%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$302K -$67.5K -1,992 -18%
RJA
32
Raymond James & Associates
Florida
$296K – – –
AG
33
Advisor Group
Arizona
$290K -$33.7K -990 -10%
CIBC World Market
34
CIBC World Market
Ontario, Canada
$276K – – –
Northern Trust
35
Northern Trust
Illinois
$275K – – –
Citigroup
36
Citigroup
New York
$254K +$174K +5,136 +219%
CS
37
Comerica Securities
Michigan
$211K +$211K +6,228 New
CWM
38
Connecticut Wealth Management
Connecticut
$206K +$206K +6,060 New
BRWA
39
B. Riley Wealth Advisors
Florida
$206K +$206K +6,066 New
EAM
40
Evanson Asset Management
California
$204K +$204K +6,000 New
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$189K – – –
EIP
42
Ellis Investment Partners
Pennsylvania
$138K +$138K +4,062 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$127K +$82K +2,418 +182%
TAIM
44
TD Ameritrade Investment Management
Nebraska
$80K +$3.44K +102 +4%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$77K +$5.7K +168 +8%
PA
46
Parallel Advisors
California
$58K – – –
UBS AM
47
UBS AM
Illinois
$56.2K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$55K +$1.02K +30 +2%
LWANC
49
Laurel Wealth Advisors (North Carolina)
North Carolina
$48K – – –
GWM
50
Geneos Wealth Management
Colorado
$44K +$16K +480 +57%
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